qinbafrank|Nov 13, 2025 04:32
Three major debates about AI:
After the first debate, we confirmed the AI trend.
After the second debate, we realized computing power is far from sufficient.
I believe after the third debate, the market will understand that the money invested will not only be earned back but will generate even more profit.
However, as time goes on, people will also realize that not all companies in the AI sector will be winners (not everyone will benefit from the boom). There will definitely be those who fall behind.
Just like every major industrial revolution, after the initial frenzy, the final stage will be a winner-takes-all scenario, where losers lose everything.
In the end, companies with strong revenue growth, solid capital structures, and high efficiency will be the ones laughing last. In the AI sector, across various tracks, as reshuffling occurs, funds will flow toward these ultimate winners. Just like Mag7, which itself is a product of competitive evolution.
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